Bring Sales Enablement
to Windsurf
Create your Vinkius account to connect Pipeliner to Windsurf and start using all 10 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Pipeliner MCP Server?
Connect your Pipeliner CRM space to any AI agent and take full control of your sales ecosystem through natural conversation.
What you can do
- Lead & Opportunity Oversight — List and retrieve detailed metadata for leads and sales opportunities across your workspace.
- Sales Pipeline Management — List available pipelines and track the progress of deals through different stages.
- Workforce Visibility — List company accounts, business contacts, and team members to maintain a clear view of your stakeholders.
- Activity & Task Tracking — Monitor sales activities and assigned tasks to ensure your team stays productive.
- Detailed Entity Inspections — Get deep-dive details for any specific lead or opportunity to understand its full history.
How it works
- Subscribe to this server
- Enter your Pipeliner API Token, Space ID, and Service URL
- Start managing your sales directly from Claude, Cursor, or any MCP client
Who is this for?
- Sales Managers — quickly check the status of a specific opportunity or audit team activities without opening the CRM.
- Account Executives — lookup contact details and recent leads while preparing for client meetings.
- Sales Ops — monitor pipeline structures and task assignments directly from your chat interface.
Built-in capabilities (10)
Get details for a specific lead
Get details for a specific opportunity
List all company accounts
List sales activities and tasks
List all business contacts
List all sales leads
List all sales opportunities
List available sales pipelines
List all assigned tasks
List users in the Pipeliner space
Why Windsurf?
Windsurf's Cascade agent chains multiple Pipeliner tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
- —
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
- —
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
- —
JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
- —
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Pipeliner in Windsurf
Why run Pipeliner with Vinkius?
The Pipeliner connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 10 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Pipeliner using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Pipeliner and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Pipeliner to Windsurf through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Pipeliner for Windsurf
Every request between Windsurf and Pipeliner is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
How do I find my Pipeliner Space ID and Service URL?
Log in to Pipeliner, go to Admin Space > API. There you can find your unique Space ID and the specific API Service URL for your instance.
Can I see opportunities across multiple pipelines?
Yes! Use the list_pipeliner_opportunities tool to retrieve a full list of deals. You can then ask the AI agent to filter or group them by pipeline name.
Does this support looking up individual user activities?
Absolutely. Use the list_pipeliner_activities tool to retrieve a log of all sales tasks, calls, and meetings recorded in your CRM space.
How does Windsurf discover MCP tools?
Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
Can Cascade chain multiple MCP tool calls?
Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
Does Windsurf support multiple MCP servers?
Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.
Explore More MCP Servers
View all →
leadtributor.cloud
12 toolsDistribute leads to your sales team and partner network with routing rules, SLA tracking, and performance analytics.
Typeform
6 toolsConversational form management — fetch submissions, inspect form layouts, and automate Typeform operations elegantly.
Arize AI
10 toolsAutomate LLM and ML observability via Arize — monitor models, track telemetry, run evaluations, and analyze data drift directly from any AI agent.
Envoy
10 toolsManage workplace operations via Envoy — register visitors, book desks and rooms, track deliveries, and monitor office capacity directly from any AI agent.